FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio is creating a powerful open platform that will be extensible by users.

The FinFolio platform is targeted toward medium and large scale investment advisors. We are working with several such firms during the development process. If you are an advisory firm interested in working with FinFolio, please contact us here. You can track our progress on the FinFolio Blog.